User Account Details
Location in standard build: Settings button > User Access > Users > Click on the name of a user, or click "Create New User"
The User Account Details page is where you can change user permissions, as well as create new users in the first place.
Contents
What is a User?
A User is someone can log in to your Charitylog system. A User is not a different Type of Organisation/Person (like Client, Professional). Generally, anyone with a User account (able to log in to the system) would also have a linked Organisation/Person record (where you would store their details), but this is not strictly necessary. You can have a user account without a linked Organisation/Person record, but this is not common - some features will not work, for example, you will not be able to assign Actions to anyone who doesn't have Staff or Volunteer record as well as a user account.
There are five tabs that hold information about the User.
General User Details
The General User Details tab holds basic information about the user, such as username/password settings, which Group they are in, and whether they are Active or not.
Referrals/Actions Settings
The Referrals/Actions Settings tab holds information about how the Action List and Details Screen will display for this user.
System Access tab
The System Access tab holds information about when the user can access the system, as well as some settings about specific features.
Project Access tab
The Project Access tab gives control of whether this user will be able to see, and create referrals for, each Project.
Personal Tab Access
The Personal Tab Access tab controls whether this user will be able to access Personal Details tabs for various types of Organisation/Person.
Rob Kay - manual author (talk) 11:02, 2 May 2017 (BST)
